Create a calendar report data visualization

task brazil Updated Sep 25, 2026 5 min read create-dv-calendar-ac.md
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Create calendar report visualizations to show and highlight date-driven events.

Before you begin

Role required: Anyone with access to data can create a visualization of that data on any dashboard that they can edit. Users with the itil, report_user, admin, or viz_creator role can create a visualization in the Visualization Designer. When you create a visualization in the Visualization Designer, it is saved to the Library. For more information on access, see Report_view access control and Platform Analytics roles.

For information about the use of the Calendar report visualizations on dashboards, see the Developer Site. This site gives information about Calendar report components in the UI Builder, and some configuration options may differ from the Visualization Designer.

About this task

The calendar visualization is used to show activity over the course of a longer span of time than most data visualizations. Use them when you want to condense date-specific information into a small space.

Note: Calendar visualizations that are migrated from Core UI require a start time in the Start date field and an end time in the End date field. These fields aren't required in Core UI, but are required in Platform Analytics experience.

Calendar report limitations:

  • You can limit the number of events that may be returned when you browse backwards in a calendar visualization. There is a limit of 30 days into the past, starting from the first day in the current Calendar view. Events that start more than 30 days before the first day visible on a calendar are not displayed. If you select Year, then the calendar includes events that start between December 1 of the previous year and December 31 of the current year.

    The KB article Weekly calendar view does not display all entries covers scenarios in which some expected entries do not display.

    To show more or fewer days, edit the glide.report.calendar.max_days_back property. See Core UI Reporting properties.

    Note: Performance may degrade if this value is too large.

  • This visualization type cannot be run as a scheduled export.

  • Calendar visualizations on a start date field show the range of the field from the start date to the end date. Calendar visualizations on an end date field show only the end date.

Procedure

  1. Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.

  2. Select Create data visualization.

  3. Select the Calendar Report ([Omitted image "inline-data-vis-calendar-days.png"] Alt text: calendar icon) visualization type.

  4. In the configuration panel, configure the Component header.

Field

Description

Component title

A title for the calendar report visualization that reflects the information being shared.

Title alignment

Choose Start to align the title with the start of line, End to align it with the end of the line, or Center for center alignment.

Line of truncation

Specify where to truncate long labels with an ellipsis. Options are 1, 2, and 3.

Use large font size

Defines the styles used to render the calendar title. When true, the non-bold Title-tertiary font is used. Otherwise, the bold Header-secondary font is used.Default: false

Component description

Description you enter for the component. This field has a limit of 250 characters.

Show description

Adds an information icon ([Omitted image "icon-info.png"] Alt text: Information icon) to the visualization. This icon opens the component description in a pop-up.

5. In the **Data** section, specify the source table, predefined condition, date range, and filter options.

Data fields

Description

Table

Select the table or database view to report calendar events from.Default value: task

Predefined conditions

Predefined conditions from the Report Source [sys_report_source] table for filtering event records.

Edit filter table

Conditions for filtering event records. This filter is applied when the end user views the calendar. Users can filter further if a filter component is added to the page. Note: This property adds a filter condition to the table and predefined conditions, if any are applied.

Start date field

Field from the record to display as the starting event. You must select a date field. Default value: Opened

End date field

Field to report on as the ending event. You must select a date field. Hidden if you select Hide end date.

Default value: Closed [closed_at]

Highlight based on

Choose a field that has platform-defined field styling to highlight calendar events by configured colors. For more information, see Define field styles.

Allow change highlighting field

Select this option to enable users to choose the field that governs highlighting.

Event display fields

One or more fields you select to appear on all calendar events.Default value: number,short_description

6. In the **Additional Settings** section you have some miscellaneous options.

Data fields

Description

Follow filters

When enabled, the visualization follows all filters in the same dashboard tab or on the whole dashboard.

Show filter overview

Shows a filter icon that opens a filter panel. This panel shows the configuration filters, such as "Active is true" and any filters followed on the dashboard. Does not show predefined conditions.

Default view

The calendar view format to apply as the default. Choose from:- Day

  • Week
  • Work Week
  • Month Default value: Month
7. Select **Save**.
Navigate to **All** > **Platform Analytics** > **Library** > **Data Visualizations** to return to the data visualization list.

What to do next

Parent Topic:Creating data visualizations

Keywords Create calendar reportCreate calendar visualization
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